Last updated
Last updated
The possibility of sending emails brings a lot of flexibility, but depending on the desired content to be sent, it may require skills in HTML and CSS from the analyst.
However, sending a simple email is a quick activity.
Three shooting methods are possible on Gaio:
SendGrid : This is a popular email trigger provider.
AWS (Amazon Web Services) : Popular Data Center that, in addition to several other products and services, offers email triggering under the title of SES (Simple Email Service).
SMTP : This is the simplest way, as long as you have your company's email sending information.
Keep in mind that one of the columns in the source table must contain the email address of the people who will receive the email, which can be customized.
SPAM
It is necessary to be very careful when sending emails. Anti-SPAM technologies have become very efficient and it is important that emails are sent to those who really need and want to receive them, to avoid the risk of them not arriving and the sending email/domain becoming unreliable.
For any of the three above trigger paths, click on the table containing the data for sending, go to the Tasks menu and click on Email .
Starting with preparing the message, three pieces of information that we are accustomed to need to be provided
Recipient : column that contains the email address of the recipient of this email.
Subject : It can be static text or it can receive columns from the table, as in the image the name column was used.
Message : Here it can be simple text, but HTML , Java Script and CSS can be used to style your message. In the image above, a library is used that allows you to create graphic images in a practical way. This makes the email go with the graphics in the body of the email.
Customizing the email
Any column from the source table can be used in the email. This means that email can be highly personalized by creating columns that analyze each customer's behavior and with a CASE in a calculated field , generating completely different messages for customers with different behaviors.
You can use other tables to compose the email.
In the Data Source tab, simply enter the tables that will be used and their columns will be available to be used, according to the way they are called below:
Where:
table_name is the name of the table.
[0] is the first row of the table.
column_name is the name of the column to be used.
Before starting configuration, you need to have an account on SendGrid , which will provide the data to configure here.
Service : Choose the SendGrid service.
User : enter the user registered with this service.
Password : enter the password registered with this service.
Sending email : enter the sender's email.
Log table : name of the table that will record the log of shipments.
History : definition of how many days of history will be saved.
AWS account if you don't have one and configure the SES (Simple Email Service) service.
Service : Choose the AWS service.
Access key ID : enter the Access Key ID provided by the service.
Secret Access Key : enter the Secret Access Key provided by the service.
AWS Region : It is necessary to inform which AWS region the service is configured in.
Sending email : enter the sender's email.
Log table : name of the table that will record the log of shipments.
History : definition of how many days of history will be saved.
In this configuration, it is generally necessary for the email administrator to provide SMTP server information to configure the Email task.
Service : Choose the SMTP service .
IP/Address/Server : enter the SMTP server used by the company.
Port : enter the port used for sending emails.
User : Enter the user to connect to the server.
Password : Enter the password to connect to the server.
Sending email : enter the sender's email.
Log table : name of the table that will record the log of shipments.
History : definition of how many days of history will be saved.
TLS/STARTTLS : If the email server requires this security protocol, turn on the switch.
